The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 513 7,079 SH   DFND   7,079 0 0
ABBVIE INC COM 00287Y109 920,720 12,697,840 SH   DFND 1 12,697,840 0 0
AETNA INC NEW COM 00817Y108 276 1,817 SH   DFND   1,817 0 0
AETNA INC NEW COM 00817Y108 393,374 2,590,884 SH   DFND 1 2,590,884 0 0
AIR PRODS & CHEMS INC COM 009158106 286,508 2,002,709 SH   DFND 1 2,002,709 0 0
AIR PRODS & CHEMS INC COM 009158106 72 504 SH   DFND   504 0 0
ALCOA CORP COM 013872106 62,974 1,928,763 SH   DFND 1 1,928,763 0 0
ALERE INC COM 01449J105 15,712 313,057 SH   DFND 1 313,057 0 0
ALPHABET INC CAP STK CL C 02079K107 185 204 SH   DFND   204 0 0
ALPHABET INC CAP STK CL C 02079K107 376,792 414,636 SH   DFND 1 414,636 0 0
AMAZON COM INC COM 023135106 285 294 SH   DFND   294 0 0
AMAZON COM INC COM 023135106 667,161 689,216 SH   DFND 1 689,216 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 279 4,456 SH   DFND   4,456 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 260,544 4,167,364 SH   DFND 1 4,167,364 0 0
AMGEN INC COM 031162100 144 838 SH   DFND   838 0 0
AMGEN INC COM 031162100 43,490 252,510 SH   DFND 1 252,510 0 0
ANTHEM INC COM 036752103 799,666 4,250,601 SH   DFND 1 4,250,601 0 0
ANTHEM INC COM 036752103 267 1,420 SH   DFND   1,420 0 0
APACHE CORP COM 037411105 181 3,770 SH   DFND   3,770 0 0
APACHE CORP COM 037411105 641,203 13,377,902 SH   DFND 1 13,377,902 0 0
ARCONIC INC COM 03965L100 10,455 442,456 SH   DFND   442,456 0 0
ARCONIC INC COM 03965L100 506,677 22,369,839 SH   DFND 1 22,369,839 0 0
AUTONATION INC COM 05329W102 103,075 2,444,847 SH   DFND 1 2,444,847 0 0
BAIDU INC SPON ADR REP A 056752108 606,570 3,391,312 SH   DFND 1 3,391,312 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 356 8,002 SH   DFND   8,002 0 0
BARRICK GOLD CORP COM 067901108 159 9,982 SH   DFND   9,982 0 0
BARRICK GOLD CORP COM 067901108 31,563 1,983,847 SH   DFND 1 1,983,847 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 258,783 1,527,917 SH   DFND 1 1,527,917 0 0
BP PLC SPONSORED ADR 055622104 48,954 1,412,813 SH   DFND 1 1,412,813 0 0
CDK GLOBAL INC COM 12508E101 310,239 4,999,022 SH   DFND 1 4,999,022 0 0
CELGENE CORP COM 151020104 3,878 29,863 SH   DFND 1 29,863 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 69 4,340 SH   DFND   4,340 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 14,980 946,911 SH   DFND 1 946,911 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,212,611 3,599,854 SH   DFND 1 3,599,854 0 0
CITIGROUP INC COM NEW 172967424 23,615 353,095 SH   DFND 1 353,095 0 0
CNH INDL N V SHS N20944109 28,551 2,508,918 SH   DFND 1 2,508,918 0 0
COPA HOLDINGS SA CL A P31076105 94,017 803,562 SH   DFND 1 803,562 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 287,491 4,704,481 SH   DFND 1 4,704,481 0 0
DXC TECHNOLOGY CO COM 23355L106 134 1,742 SH   DFND   1,742 0 0
DXC TECHNOLOGY CO COM 23355L106 300,538 3,917,332 SH   DFND 1 3,917,332 0 0
ENSCO PLC SHS CLASS A G3157S106 131 25,387 SH   DFND 1 25,387 0 0
FACEBOOK INC CL A 30303M102 88 584 SH   DFND   584 0 0
FACEBOOK INC CL A 30303M102 254,614 1,686,411 SH   DFND 1 1,686,411 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 268,114 5,980,681 SH   DFND 1 5,980,681 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 81,645 3,669,450 SH   DFND 1 3,669,450 0 0
HONDA MOTOR LTD AMERN SHS 438128308 14,045 512,773 SH   DFND 1 512,773 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 82,019 7,422,513 SH   DFND 1 7,422,513 0 0
JD COM INC SPON ADR CL A 47215P106 256 6,533 SH   DFND   6,533 0 0
JD COM INC SPON ADR CL A 47215P106 914,089 23,306,715 SH   DFND 1 23,306,715 0 0
JPMORGAN CHASE & CO COM 46625H100 34,432 376,713 SH   DFND 1 376,713 0 0
JPMORGAN CHASE & CO COM 46625H100 147 1,605 SH   DFND   1,605 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 195 3,855 SH   DFND   3,855 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 20,608 408,169 SH   DFND 1 408,169 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 233 12,977 SH   DFND   12,977 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 23,854 1,327,431 SH   DFND 1 1,327,431 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 5,542 344,870 SH   DFND 1 344,870 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 243 11,159 SH   DFND 1 11,159 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 9,971 465,695 SH   DFND 1 465,695 0 0
MERCADOLIBRE INC COM 58733R102 125 499 SH   DFND   499 0 0
MERCADOLIBRE INC COM 58733R102 399,179 1,591,115 SH   DFND 1 1,591,115 0 0
MICRON TECHNOLOGY INC COM 595112103 17,725 593,598 SH   DFND 1 593,598 0 0
MICROSOFT CORP COM 594918104 400,411 5,808,948 SH   DFND 1 5,808,948 0 0
MICROSOFT CORP COM 594918104 288 4,179 SH   DFND   4,179 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 593,994 6,847,980 SH   DFND 1 6,847,980 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 310 3,572 SH   DFND   3,572 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 87,319 8,855,933 SH   DFND   8,855,933 0 0
NETEASE INC SPONSORED ADR 64110W102 203 674 SH   DFND   674 0 0
NETEASE INC SPONSORED ADR 64110W102 739,161 2,458,707 SH   DFND 1 2,458,707 0 0
NIKE INC CL B 654106103 226,588 3,840,474 SH   DFND 1 3,840,474 0 0
NOBLE ENERGY INC COM 655044105 167,088 5,904,170 SH   DFND 1 5,904,170 0 0
PAYPAL HLDGS INC COM 70450Y103 307,130 5,722,568 SH   DFND 1 5,722,568 0 0
PRICELINE GRP INC COM NEW 741503403 451,115 241,171 SH   DFND 1 241,171 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 87,768 1,612,488 SH   DFND 1 1,612,488 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 360 6,623 SH   DFND   6,623 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 5,650 129,915 SH   DFND 1 129,915 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 115,663 10,759,307 SH   DFND 1 10,759,307 0 0
SOHU COM INC COM 83408W103 272,255 6,042,051 SH   DFND 1 6,042,051 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 570 4,833 SH   DFND   4,833 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 78,580 665,816 SH   DFND 1 665,816 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,608 1,604,133 SH   DFND 1 1,604,133 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 34,767 994,468 SH   DFND 1 994,468 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 168 4,792 SH   DFND   4,792 0 0
TEEKAY CORPORATION COM Y8564W103 4,108 615,852 SH   DFND 1 615,852 0 0
VALE S A ADR REPSTG PFD 91912E204 144,372 17,714,387 SH   DFND 1 17,714,387 0 0
VMWARE INC CL A COM 928563402 63,969 731,654 SH   DFND 1 731,654 0 0
WELLS FARGO CO NEW COM 949746101 379,525 6,849,399 SH   DFND 1 6,849,399 0 0
WELLS FARGO CO NEW COM 949746101 297 5,363 SH   DFND   5,363 0 0
XPO LOGISTICS INC COM 983793100 352 5,453 SH   DFND   5,453 0 0
XPO LOGISTICS INC COM 983793100 1,302,568 20,154,233 SH   DFND 1 20,154,233 0 0